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Marks Group Wealth Management’s First Trust Multi-Strategy Alternative ETF LALT Stock Holding History

Marks Group Wealth Management’s Portfolio LALT Stock Details LALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$721K Buy
+29,989
New +$736K 0.06% 234

Other funds holding LALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Marks Group Wealth Management's LALT Position: Q2 2026 in Review

Marks Group Wealth Management opened a new position in First Trust Multi-Strategy Alternative ETF (LALT) in Q2 2026: 29,989 shares worth $721K. The stake represents 0.06% of the portfolio and ranks #234 among its holdings.

73 funds tracked by Wall St. Rank hold LALT as of Q2 2026.

  • Marks Group Wealth Management held 29,989 shares of First Trust Multi-Strategy Alternative ETF worth $721K as of Q2 2026.
  • First Trust Multi-Strategy Alternative ETF was a new Marks Group Wealth Management position in Q2 2026.
  • First Trust Multi-Strategy Alternative ETF made up 0.06% of Marks Group Wealth Management's portfolio in Q2 2026, its #234 holding.
  • 73 funds tracked by Wall St. Rank held First Trust Multi-Strategy Alternative ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.